Filed August 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADV FIN NETWORK LLC Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $15,026 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,819 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $225 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,862 | $66,302+23.5% | $110,238-25.7% | $56,287+45.4% |
| Participation rate | 78.1% | 74.9%+3.2pp | 79.8%-1.7pp | 69.9%+8.3pp |
| Annual return | -6.33% | -1.18%-5.2pp | 314.74%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,389 | $2,047-32.1% | $3,826-63.7% | $2,111-34.2% |
| Participant deferral / active EE | $3,995 | $3,381+18.2% | $4,672-14.5% | $3,350+19.3% |
| Admin fee / account holder | $93 | $698-86.7% | $8,547-98.9% | $521-82.1% |